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Chevron

2,397 hedge funds and large institutions have $156B invested in Chevron in 2019 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,037 increasing their positions, 948 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

30% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.25B

18% more funds holding in top 10

Funds holding in top 10: 155183 (+28)

15% more capital invested

Capital invested by funds: $136B → $156B (+$19.9B)

3% more funds holding

Funds holding: 2,3322,397 (+65)

9% more repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 948

0.93% more ownership

Funds ownership: 65.95%66.88% (+0.93%)

Holders
2,397
Holders Change
+65
Holders Change %
+2.79%
% of All Funds
51.87%
Holding in Top 10
183
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.06%
% of All Funds
3.96%
New
164
Increased
1,037
Reduced
948
Closed
72
Calls
$1.63B
Puts
$1.25B
Net Calls
+$374M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
V
1376
VeraBank
Texas
$1.66M +$160K +1,350 +11%
ACS
1377
Archford Capital Strategies
Illinois
$1.66M -$32.7K -276 -2%
MPIA
1378
Mountain Pacific Investment Advisers
Idaho
$1.65M -$11.8K -100 -0.7%
FFG
1379
Fortem Financial Group
California
$1.65M +$52.9K +447 +3%
NDSI
1380
Newman Dignan & Sheerar Inc
Rhode Island
$1.65M +$17.7K +150 +1%
VIG
1381
Vienna Insurance Group
Poland
$1.65M -$651K -5,501 -29%
IC
1382
InterOcean Capital
Illinois
$1.65M +$116K +984 +8%
RCM
1383
Radnor Capital Management
Pennsylvania
$1.65M
WAP
1384
Wealthcare Advisory Partners
Pennsylvania
$1.65M -$29.2K -247 -2%
WSC
1385
Wellington Shields & Co
New York
$1.64M -$223K -1,881 -12%
KCP
1386
KDI Capital Partners
North Carolina
$1.63M +$1.57M +13,232 New
NB
1387
Nicolet Bankshares
Wisconsin
$1.63M -$36.8K -311 -2%
XWM
1388
Xcel Wealth Management
Florida
$1.63M -$274K -2,316 -15%
HIC
1389
Holderness Investments Company
North Carolina
$1.63M -$46.6K -394 -3%
LCM
1390
Liberty Capital Management
Michigan
$1.63M +$179K +1,516 +13%
BEAM
1391
Baker Ellis Asset Management
Washington
$1.61M
CA
1392
Calton & Associates
Florida
$1.6M +$702K +5,935 +84%
CC
1393
Chicago Capital
Illinois
$1.6M +$71K +600 +5%
FAM
1394
Fred Alger Management
New York
$1.6M
CWA
1395
Clarus Wealth Advisors
Arizona
$1.6M +$355 +3 +0%
SWA
1396
Sutton Wealth Advisors
Florida
$1.6M -$7.69K -65 -0.5%
BKA
1397
Brick & Kyle Associates
Pennsylvania
$1.59M -$22.7K -192 -1%
CCM
1398
Condor Capital Management
New Jersey
$1.59M +$19.6K +166 +1%
BAS
1399
Brown Advisory Securities
Maryland
$1.59M -$1.26M -10,653 -45%
GWCM
1400
Godshalk Welsh Capital Management
Pennsylvania
$1.58M +$11.8K +100 +0.8%

CVX Hedge Fund Activity: Q1 2019 in Review

2,397 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2019, worth a combined $156B — up 15% from $136B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new CVX positions and 72 closed out — a net gain of 92 holders — while 1,037 added to existing stakes and 948 trimmed.

The largest buyer was Barclays, adding an estimated $295M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 2,397 institutional investors held Chevron (CVX) as of Q1 2019, up from 2,332 in Q4 2018.
  • Funds reported $156B of Chevron stock for Q1 2019, up 15% quarter-over-quarter.
  • 164 funds opened new Chevron positions in Q1 2019 and 72 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q1 2019 was Barclays, an estimated $295M added.
  • The largest Chevron seller in Q1 2019 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2019.